I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work Leer más
Hi @JScharpe ,
The easiest way to do this is by using an if/then branch. In this branch, you would check whether the welcome email was sent to...Leer más
Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a Leer más
Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list ...Leer más
Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w Leer más
Hello! I see your form data is not getting properly. Have you connected the WP with HS using the tracking code? If yes, you need to map the form ...Leer más
Hi @AGupta024 ,
What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....Leer más
Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar Leer más
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that Leer más
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and Leer más
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. Leer más
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content.
This is fed from the object reco...Leer más
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi Leer más
Hi @helen_c ,
If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...Leer más
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i Leer más
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...Leer más
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. Leer más
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...Leer más